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UFP Industries
UFPI

206 hedge funds and large institutions have $1.29B invested in UFP Industries in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.12% less ownership

Funds ownership: 82.47% → 81.36% (-1.1%)

3% less funds holding

Funds holding: 212 → 206 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

28% less capital invested

Capital invested by funds: $1.8B → $1.29B (-$505M)

31% less call options, than puts

Call options by funds: $516K | Put options by funds: $747K

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
73
Reduced
64
Closed
40
Calls
$516K
Puts
$747K
Net Calls
-$231K
Net Calls Change
-$738K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$15.5M
2
Franklin Resources
Franklin Resources
California
+$13M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.22M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.21M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.5M
2
Bank of America
Bank of America
North Carolina
-$10.9M
3
GJL
Gendell Jeffrey L
-$9.4M
4
AL
AJO LP
Pennsylvania
-$8.99M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
201
Cornerstone Advisors (Washington)
Washington
$1K +$575 +20 New
AIA
202
Alera Investment Advisors
Illinois
$1K +$805 +28 New
RCAG
203
Rehmann Capital Advisory Group
Michigan
$778 +$862 +30 New
GT
204
Glenmede Trust
Pennsylvania
$3 +$4.11K +143 New
AL
205
AJO LP
Pennsylvania
– -$8.99M -254,537 Closed
IECM
206
Intrinsic Edge Capital Management
Illinois
– -$5.79M -163,769 Closed
MSE
207
MUFG Securities EMEA
United Kingdom
– -$3.29M -93,100 Closed
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
– -$1.9M -53,640 Closed
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
– -$1.79M -50,746 Closed
3C
210
361 Capital
Colorado
– -$1.66M -46,862 Closed
IP
211
Intellectus Partners
California
– -$1.14M -32,184 Closed
OAM
212
Oxford Asset Management
United Kingdom
– -$1.05M -29,632 Closed
ACM
213
Argent Capital Management
Missouri
– -$817K -23,130 Closed
KBC Group
214
KBC Group
Belgium
– -$776K -21,972 Closed
GC
215
Guggenheim Capital
Illinois
– -$643K -18,208 Closed
N
216
Nuveen
North Carolina
– -$428K -12,123 Closed
FRM
217
Fox Run Management
Connecticut
– -$399K -11,295 Closed
PA
218
Profund Advisors
Maryland
– -$389K -11,002 Closed
SCM
219
SG Capital Management
Illinois
– -$348K -9,843 Closed
JG
220
Jefferies Group
New York
– -$329K -9,306 Closed
VIA
221
Vident Investment Advisory
Georgia
– -$297K -8,401 Closed
BCM
222
BlueCrest Capital Management
Jersey
– -$283K -7,999 Closed
VRS
223
Virginia Retirement Systems
Virginia
– -$272K -7,700 Closed
MC
224
Moors & Cabot
Massachusetts
– -$266K -7,625 Closed
Rafferty Asset Management
225
Rafferty Asset Management
New York
– -$266K -7,527 Closed
6 7 8
9
10

UFPI Hedge Fund Activity: Q4 2018 in Review

206 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2018, worth a combined $1.29B — down 28% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of UFPI and 36 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $25.5M.

  • 206 institutional investors held UFP Industries (UFPI) as of Q4 2018, down from 212 in Q3 2018.
  • Funds reported $1.29B of UFP Industries stock for Q4 2018, down 28% quarter-over-quarter.
  • 36 funds opened new UFP Industries positions in Q4 2018 and 40 closed out, a net change of -4 holders.
  • The largest UFP Industries buyer in Q4 2018 was Goldman Sachs, an estimated $15.5M added.
  • The largest UFP Industries seller in Q4 2018 was BlackRock, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2018.